Bartlett & Co Wealth Management’s Western Union WU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $94.1K | Hold |
11,170
| – | – | ﹤0.01% | 557 |
|
|
2025
Q1 | $118K | Hold |
11,170
| – | – | ﹤0.01% | 519 |
|
|
2024
Q4 | $118K | Hold |
11,170
| – | – | ﹤0.01% | 517 |
|
|
2024
Q3 | $133K | Hold |
11,170
| – | – | ﹤0.01% | 502 |
|
|
2024
Q2 | $136K | Hold |
11,170
| – | – | ﹤0.01% | 489 |
|
|
2024
Q1 | $156K | Sell |
11,170
-470
| -4% | -$6.57K | ﹤0.01% | 490 |
|
|
2023
Q4 | $142K | Hold |
11,640
| – | – | ﹤0.01% | 525 |
|
|
2023
Q3 | $153K | Hold |
11,640
| – | – | ﹤0.01% | 482 |
|
|
2023
Q2 | $137K | Sell |
11,640
-4,430
| -28% | -$52K | ﹤0.01% | 505 |
|
|
2023
Q1 | $179K | Sell |
16,070
-360
| -2% | -$4.01K | ﹤0.01% | 391 |
|
|
2022
Q4 | $226K | Sell |
16,430
-570
| -3% | -$7.85K | ﹤0.01% | 368 |
|
|
2022
Q3 | $230K | Sell |
17,000
-4,500
| -21% | -$60.8K | ﹤0.01% | 355 |
|
|
2022
Q2 | $354K | Hold |
21,500
| – | – | 0.01% | 306 |
|
|
2022
Q1 | $354K | Sell |
21,500
-1,500
| -7% | -$24.7K | 0.01% | 331 |
|
|
2021
Q4 | $410K | Hold |
23,000
| – | – | 0.01% | 318 |
|
|
2021
Q3 | $465K | Hold |
23,000
| – | – | 0.01% | 265 |
|
|
2021
Q2 | $528K | Hold |
23,000
| – | – | 0.01% | 254 |
|
|
2021
Q1 | $567K | Sell |
23,000
-339
| -1% | -$8.36K | 0.01% | 248 |
|
|
2020
Q4 | $512K | Hold |
23,339
| – | – | 0.01% | 255 |
|
|
2020
Q3 | $500K | Sell |
23,339
-2,450
| -10% | -$52.5K | 0.01% | 241 |
|
|
2020
Q2 | $558K | Hold |
25,789
| – | – | 0.01% | 230 |
|
|
2020
Q1 | $468K | Sell |
25,789
-4,386
| -15% | -$79.5K | 0.01% | 238 |
|
|
2019
Q4 | $808K | Sell |
30,175
-300
| -1% | -$8.03K | 0.02% | 222 |
|
|
2019
Q3 | $706K | Buy |
30,475
+28,525
| +1,463% | +$661K | 0.02% | 225 |
|
|
2019
Q2 | $38.8K | Sell |
1,950
-750
| -28% | -$14.9K | ﹤0.01% | 470 |
|
|
2019
Q1 | $49.9K | Sell |
2,700
-10,700
| -80% | -$198K | ﹤0.01% | 420 |
|
|
2018
Q4 | $229K | Sell |
13,400
-200
| -1% | -$3.41K | 0.01% | 241 |
|
|
2018
Q3 | $259K | Sell |
13,600
-1,700
| -11% | -$32.4K | 0.01% | 239 |
|
|
2018
Q2 | $311K | Hold |
15,300
| – | – | 0.01% | 222 |
|
|
2018
Q1 | $294K | Buy |
+15,300
| New | +$294K | 0.01% | 223 |
|